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TSMC reports NT$1.27 trillion in second-quarter revenue

The foundry’s consolidated result adds another observation to the semiconductor supply record.

Cite this work

OPEN VARIABLE. TSMC reports NT$1.27 trillion in second-quarter revenue. 2026-09-07. Updated 2026-09-08. https://www.openvariable.com/latest/tsmc-quarter

The filing

TSMC’s 16 July release reported second-quarter 2026 consolidated revenue of NT$1,270.38 billion and net income of NT$706.56 billion. The reporting period ended 30 June. TSMC / SEC EDGAR ↗

Keep the unit and business boundary visible

The figures are in New Taiwan dollars. They should not be laid beside a U.S.-dollar supplier figure as though the numbers shared a unit or a position in the value chain. Foundry and system-supplier revenue also should not be summed into an estimate of final AI spending: transactions along a chain can embody overlapping value.

Sources

  1. TSMC second-quarter 2026 results (SEC exhibit)

    TSMC / SEC EDGAR · 16 Jul 2026

    Issuer earnings release filed with SEC. Consolidated financial data; not direct evidence of end-user workload or return.

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